Polen Capital, an investment management company, released its first-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively, in the first quarter of 2026, compared to the -3.5% return of the Russell 2500 Growth Index. Rapidly shifting, marked narrative-driven volatility stemmed in the first quarter. Initial concerns centered on AI disruption in software and the related "HALO" trade, followed by rising private...
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